Graypoint LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Graypoint LLC’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.23M	Sell	4,339 -5	-0.1%	-$1.29K	0.07%	185
2025 Q1	$1.06M	Buy	4,344 +1,838	+73%	+$478K	0.07%	192
2024 Q4	$636K	Buy	2,506 +2	+0.1%	+$515	0.04%	257
2024 Q3	$610K	Buy	2,504 +3	+0.1%	+$699	0.04%	261
2024 Q2	$574K	Hold	2,501	–	–	0.04%	253
2024 Q1	$590K	Sell	2,501 -59	-2%	-$13.2K	0.04%	247
2023 Q4	$562K	Sell	2,560 -2,698	-51%	-$539K	0.05%	240
2023 Q3	$1.02M	Buy	5,258 +1,865	+55%	+$381K	0.1%	150
2023 Q2	$698K	Hold	3,393	–	–	0.07%	169
2023 Q1	$661K	Hold	3,393	–	–	0.07%	172
2022 Q4	$610K	Hold	3,393	–	–	0.07%	170
2022 Q3	$579K	Buy	3,393 +1,868	+122%	+$354K	0.07%	172
2022 Q2	$267K	Buy	+1,525	New	+$295K	0.03%	252

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Graypoint LLC's VOT Position: Q2 2025 in Review

Graypoint LLC reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.12% in Q2 2025, selling an estimated $1.29K and leaving 4,339 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #185.

Graypoint LLC first reported a position in VOT in Q2 2022 and has held it in 13 quarters since. 1,010 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Graypoint LLC held 4,339 shares of Vanguard Mid-Cap Growth ETF worth $1.23M as of Q2 2025.
Graypoint LLC sold 5 Vanguard Mid-Cap Growth ETF shares in Q2 2025, an estimated $1.29K.
Vanguard Mid-Cap Growth ETF made up 0.07% of Graypoint LLC's portfolio in Q2 2025, its #185 holding.
Graypoint LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2022 and has held it in 13 quarters since.
1,010 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.